Bank or Brokerage

Account

Another simple way to support Angel of Hope Animal Rescue is by naming the rescue as a beneficiary of your bank or brokerage account.



Many financial institutions offer a Transfer on Death (TOD) option for investment accounts holding stocks or bonds. Banks often offer a Payable on Death (POD) option for checking or savings accounts. These designations allow your assets to transfer directly to the beneficiaries you choose, helping simplify estate administration for your loved ones.

Benefits

• Simple and flexible: You maintain full control of your account during your lifetime.
• Easy to change: Beneficiaries can be updated at any time.
• Direct transfer: Assets pass directly to beneficiaries and typically do not go through probate.
• Lasting impact: Your gift helps provide medical care, shelter, and second chances for animals in need.
  

When completing the beneficiary designation form, you may use the following information:

Legal Name: Angel of Hope Animal Rescue
Federal Tax ID: 81-0572205

Each financial institution has its own forms and requirements for adding or changing beneficiaries.

Notify Your Loved Ones

Some financial institutions do not automatically notify beneficiaries after an account holder passes away. Informing your family or trusted advisor about your plans helps ensure your wishes are carried out.

Let Us Know About Your Gift

If you have already named Angel of Hope Animal Rescue as a beneficiary of a bank or brokerage account, thank you. We would love to hear from you so we can ensure your gift supports the programs you care about most.

Sharing your plans with us does not create a binding commitment, and any information you provide will remain confidential.

Your Legacy of Hope

Planned gifts like these help ensure Angel of Hope Animal Rescue can continue its lifesaving work for animals for years to come.

Making Your Gift

To include Angel of Hope Animal Rescue as a beneficiary:

1. Contact the bank or brokerage firm where your account is held.
2. Request a POD (Payable on Death) or TOD (Transfer on Death) beneficiary designation form.
3. List Angel of Hope Animal Rescue as a beneficiary on the account.

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). Luebeck Geisler Hamm Wealth Management, Inc. and JWC/ JWCA are unaffiliated entities.

The information contained in this material does not purport to be a complete description and is intended for informational purposes only. Any opinions are those of the content creator and not necessarily those of Luebeck Geisler Hamm Wealth Management, Inc., JWC or JWCA. This information is not intended as a solicitation or an offer to buy or sell any security or investment product. Investments and strategies mentioned may not be suitable for all investors. Luebeck Geisler Hamm Wealth Management, Inc. and JWC/JWCA do not provide tax or legal advice. Always discuss any tax or legal matters with an appropriate professional.

Thoughtful charitable planning can make a meaningful impact. If you would like more information, donors are encouraged to consult with their financial or tax professional to determine appropriate charitable giving strategies. If you do not currently work with a financial professional, you may reach out to Connor for general information on charitable planning concepts.